Edition: Professional*, Business*, Enterprise*
User-level: Director, System Administrator (by default in security matrix)
Previous steps: Subscription Management
*With the Synergy Analytics Plus add-on enabled.
There are seven distinct Financials Dashboards available as part of your Synergy Analytics Plus Add-On.
They your financial insights, focusing on presenting WIP, debtor, write-off analyses, and forecasts.
Each dashboard displays a variety of graphs, charts, and tables, and is interactive with the ability to apply multiple filters to customise the data you’re analysing. You can learn more about how to read and use the functionality included in your dashboards in our article: Reading your Analytics and Analytics Plus Dashboards in Synergy.
Choose a dashboard below to see how in works in detail..
Financials Overview Dashboard
The financials overview dashboard provides high level insights into your WIP and debtors.
Segment your WIP and debtors by the available filters, and see the relationship between the two by drilling in.
WIP Total
The sum of Transaction Value where the Transaction Status is ‘WIP’ or ‘Draft Invoice’ excluding the ‘Internal’ project.
WIP > 60 Days
The sum of Transaction Value where the Transaction Status is ‘WIP’ or ‘Draft Invoice’ excluding the ‘Internal’ project and the Transaction Date is 60 days or greater from today.
Debtors Total
The sum of Invoice Owing Inc Tax.
Debtors > 60 Days
The sum of Invoice Owing Inc Tax where the ‘Invoice Date’ is 60 days or greater from today.
WIP Analysis Dashboard
Dive deeper into your WIP, showing data per project, status and by client. Get greater insight into what's aged and needs follow up, or which projects need to be invoiced urgently.
Drill into each project down to the Phase and Stage level for even greater analytical power.
Aged WIP
The sum of Transaction Value where the Transaction Status is ‘WIP’ or ‘Draft Invoice’ excluding the ‘Internal’ project grouped by the number days between the Transaction Date and today’s date.
Write-off Analysis Dashboard
Dive deeper into your written off work, showing data per project, status and by client. Get greater insight into where write-offs are occurring, and which projects may need further analysis
Drill into each project down to the Phase and Stage level for even greater analytical power
Written-Off Charge
The sum of Transaction Value where the Transaction Status is ‘Written Off’ excluding the ‘Internal’ project by Transaction Date.
Revenue Debtors Analysis Dashboard
Use the revenue analysis dashboard to gain greater understanding of debtors by project, ageing category or Project Manager
Drill down to the Phase or Stage level here to gain greater understanding of debtor age per Project, Phase or Stage.
Invoice Owing
The sum of Invoice Owing Inc Tax by Invoice Date.
Aged Debtors
The sum of Invoice Owing Inc Tax grouped by the number days between the Invoice Date or Invoice Due Date (depending on your configuration) and today’s date.
Project Breakdown
This dashboard provides insights into your projects, comparing revenue forecast with Invoiced, and Resourced Charge with actuals.
Customise the data displayed on your dashboard by using the available filters and choosing which rows to display.
Row Options:
Proposal Forecast
Active Forecast
Total Forecast
Invoiced
Invoiced - Forecast
Forecast Variance
Resourced Charge
Actual Charge
Resourced - Actual
Resourcing Variance
Project Search
Using the Project Search feature, you can search for a project by Project Name or Number. The breakdown table will dynamically update based on your search terms.
The breakdown table will exclude any projects that are in Unsuccessful or Completed status.
Resourced vs Actuals
This dashboard provides comparisons and insights into Resourcing and Actual Charges.
By Office
This graph will give you two columns for each office; the resourced charge and actual charge.
By Month
This graph will give you two columns for each month; the resourced charge and the actual charge.
Resourced Charge table
The table shows the Resourced charge both by organisation and by month. The column on the left shows the office, with the option to expand each one to show individual projects under that office. The columns on the left show the resourced charge per month.
Stage status
On the resourced vs actuals dashboard, you can filter by stage status. Using this will filter the dashboard to show the stages that match the selected status.
Table Metric
By default, the table will show the Resourced Charge for each row. Using the Table Metric selection, you can change the figures show. You can choose from:
Actual
Resourced (default)
Resourced - Actual
Variance % (same as the Resourcing Variance row)
Forecast vs Invoiced
This dashboard provides comparisons and insights into Revenue Forecast and Invoiced Revenue.
By Office
This graph will give you two columns for each office; the forecast total and the invoiced total.
By Month
This graph will give you two columns for each month; the forecast total and the invoiced total.
Invoiced Revenue table
The table shows the invoiced total both by organisation and by month. The column on the left shows the office, with the option to expand each one to show individual projects under that office. The columns on the left show the invoiced total per month.
Table Metric
By default, the table will show the Invoiced Total for each row. Using the Table Metric dropdown, you can change the figures show. You can choose from:
Invoiced
Forecast
Invoiced - Forecast
Variance % (same as the Resourcing Variance row)
Rows available in Forecasting Dashboards
The rows available on the Forecasting dashboards are the same across each dashboard. Below is a breakdown of each row and what they show:
Row | Details |
Total Forecast | This is the forecast for a project, the total of Proposal Forecast and Active Forecast. |
Invoiced Total | This will show the invoiced totals, including applied credits. |
Forecast Variance | This will show the percentage difference between the Total Forecast and Invoiced This will show as orange if the forecast is greater than 0, or between 0 and -15% This will show as red if less than -15%. |
Resourced Charge | This will show the total charge as resourced to a stage of a project. |
Actual Charge | This will show the actual charge as recorded from timesheets. |
Resourced Variance | This will show the percentage difference between the Resourced Charge and Actual Charge. This will show as orange if between 0% and -15 This will show as red if less than -15%. |
Proposal Forecast | This will show you the forecasted total of Stages with a Proposal status. |
Active Forecast | This will show you the forecasted total of Stages with an Active Pending Invoice, or On Hold status. |
Invoiced - Forecast | The difference between the Invoiced amount and the Total Forecast amount. |
Resourced - Actual | The difference between the Resourced Charge and the Actual Charge. |
Additional Options
There are some additional settings you can modify on each dashboard
Date Selection
You can adjust the date range shown using the Date Selection at the bottom right. You can choose from:
+/- 3 months (this is the default settings)
+/- 6 months
Next 6 months
Last 6 months
Sorting
On each table and graph, you will have the ability to change the sorting.
Hover over any table/graph to bring up an ellipses menu for more options.
Within this menu, you'll have a 'Sort by' option.
Choose which option to sort your column/graph by.
Different graphs and tables will give you different sorting options, based on their contents.
Exclude
You can exclude specific data from any table in these dashboard reports.
Right-click any item (row, cells, graph) and choose 'Exclude'.
This will remove that data from the report.
Once you reload the page excluded data will be included again.
Unweighted or Weighted
Available only on Project Breakdown and Forecast vs Invoiced dashboards.
Like with other forecasts in Synergy, this forecast can be displayed as either Weighted or Unweighted.
When projects and stages are in a Proposal status, the values are weighted by likelihood percentage.
By default, this will be set to Weighted.
Tips!
The internal project is not included in any of the Forecasting dashboards.